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Qualcomm: Now that’s a surprise

Qualcomm: Now that’s a surprise

Update July 21. After the close of the market yesterday, July 20, Qualcomm (QCOM), the biggest maker of chips that run mobile phones, reported net income of 97 cent a share for the quarter that ended on June 26. That beat the 73 cents a share earned in June quarter of...
U.S. stocks pause ahead of earnings

U.S. stocks pause ahead of earnings

Not terribly surprising that U.S. stocks are meandering in slightly negative territory today after busting out to new all-time highs. (The Standard & Poor’s 500 stock index was off 0.09% at the close in New York.) We’re about to head into the meat of...

Update ASML Holding (ASML)

The semiconductor equipment race is heating up even faster than I laid out in my January 14 post on Intel http://jubakpicks.com/2011/01/18/the-chip-war-thats-bad-for-intel-is-good-for-the-shares-of-chip-equipment-makers/ Samsung Electronics, perhaps Intel’s biggest...

Update Aixtron (AIXG)

Shares of Aixtron (AIXG) have moved up quite nicely since mid-December on reports that China’s LED industry will install 700 to 800 units of the metal organic chemical vapor deposition machines (known as MOCVD to their friends) that Aixtron makes. That, according to...

Buy Aixtron (AIXG)

I’ve been looking to buy Aixtron (AIXG) on a dip to $32 or lower. Well, today I got my price. As I’m writing this at 12:30 New York time, the ADRs of the maker of equipment for depositing the thin layers that make up chips, display screens, LEDs, and solar cells are...

Update ASML Holding (ASML)

No real surprise that shares of ASML Holding (ASML) have paused in the last few days. European stocks—and ASML is headquartered in Veldhoven Netherlands, have been under pressure from the renewal of the euro debt crisis. Cisco Systems (CSCO) disappointing guidance on...

Update Cisco Systems (CSCO)

Can Cisco Systems (CSCO) stage a comeback? At first (and probably second and third glances too) that seems a ludicrous question. We’re talking Cisco here. The gorilla so big that other gorillas make room in the bamboo. But Cisco’s results for the first quarter of...

Update ASML Holdings (ASML)

I’ve been waiting to see what ASML Holdings (ASML) competitor Veeco Instruments (VECO) would report on July 26. ASML Holdings reported on July 14, the same day as Intel (INTC) and I didn’t want to up my target for ASML Holdings simply out of enthusiasm for Intel’s...

Update Intel (INTC)

Sales of server chips were up 170% in the second quarter of 2010 from the second quarter of 2009, Intel (INTC) announced last night (July 13) when the company reported earnings. When I last updated this stock back in April after the company announced first quarter...

Sell Microsoft (MSFT)

I’m going to take advantage of the half-hearted bounce this week to sell Microsoft (MSFT) out of Jubak’s Picks. (For more on this bounce, see my post http://jubakpicks.com/2010/06/10/return-of-son-of-bounce/ ) The stock has not performed well on up days for the market...

Sell Marvell Technology Group (MRVL)

I’m going to use today’s bounce to sell Marvell Technology Group (MRVL). I don’t know how long this bounce will run—it could go to 1220 or so on the Standard & Poor’s 500 or be truncated by investors selling into strength—but I would like to lighten up on...

Update Cisco Systems (CSCO)

When I was a kid and I’d turn up my turn up my nose at a great present that wasn’t exactly what I wanted, my grandmother would say, What do you want, egg in your beer? Well, today, May 13, investors in Cisco Systems (CSCO) remind me of that little kid I was. They’ve...

Update watch list stock A123 Systems (AONE)

Lithium-ion battery maker A123 (AONE) is an object lesson in why buying into popular IPOs (initial public offerings) can be so dangerous—for investors who aren’t part of the initial insider crowd anyway. Consider this post an explanation for why this stock has been on...

Sell Taiwan Semiconductor Manufacturing (TSM)

On April 27 I decided to hold onto shares of Taiwan Semiconductor Manufacturing (TSM) for a little longer. I thought the risk was relatively small and the upside to my target of 17% provided enough reward. Well, the world looks significantly different two weeks later....

5 stocks for the next generation Internet

Sigh, another thing to worry about. The U.S. is falling behind in the Internet race. According to Akamai Technologies (AKAM), average Internet access speeds in the United States were just 18th fastest in the world at the end of the fourth quarter of 2009. And if you...

Update Taiwan Semiconductor (TSM)

Today, April 27, Taiwan Semiconductor Manufacturing, the largest manufacturer of chips for other chip companies including Apple (AAPL) and Intel (INTC), reported first quarter earnings 10.1% above Wall Street expectations. Earnings of $1.07 billion were the highest...

3 technology stocks in the hot industrials sector

Here’s a quiz? Name three technology companies that no one has ever heard of. Apple (AAPL) is a great technology company. So is Google (GOOG). Cisco Systems (CSCO). Intel (INTC). And I’m sure that everybody would put them at the top of their list. But how about these...

Update Microsoft (MSFT)

The earnings news out of Microsoft (MSFT) yesterday, April 22, after the stock market close in New York, was good but good isn’t getting investors very excited these days. Unless a company delivers great earnings and ups guidance as well, shares have been selling off...